Everyone’s economic and life situation is unique, and Kevin keeps that in mind in helping clients create their Financial Roadmap. He graduated with a Bachelor of Science degree in Hotel and Restaurant Management, with additional emphasis in finance, mathematics and engineering from California State Polytechnic University, Pomona in 1990. Kevin has been a Financial Advisor since the year 2000. He earned his Financial Planning Certificate from Kaplan University in 2006 and is a CERTIFIED FINANCIAL PLANNER™. Has multiple securities registrations in several states and insurance licensed for life insurance and long-term care. Most of his clients are individuals, families and small business owners.

Kevin is married, has two teenage sons and lives in Colorado. Some favorite activities include: being a volunteer ski guide for visually impaired skiers, hiking, fishing, weight lifting, working on his Jeep and spending time with family and their Siberian husky. In the morning on September 13, 2014, Kevin stood on top of Uncompahgre Peak (14,309 feet) with his two teenage sons. It was their fifty fifth fourteener summit together.

Let Kevin and his professional partners assist in guiding you and your family. This planned approach is the result of a multi-step process. While building your financial plan Kevin will help you:

With fifteen years of experience, a Certified Financial Planner™ and professional partners, hiring Kevin’s team arms you with experience and resources to approach planning your financial future. This coaching and support can help you to smoothly endure and make the most of the circumstances in your life – career, marriage, children, assets, etc. As you move down the financial road Kevin will help to:

Avoid costly mistakes, manage risk, and save time.

Guide you through the maze of retirement options – 401(k), IRA, Roth IRA, pensions, annuities, Keoghs, etc. – and can help put you on course.

Guide with the timing and filing strategy of when to start Social Security income.

Decrease your estate tax liability and aid the financial stability of people important to you.

If you own a business, develop a strategy to manage your business finances, including cash management, financing, employee benefits and corporate taxes.

Furthermore, Kevin has the emotional discipline required to make sure plans are acted upon. His guidance, reassurance, support and stability will help you stay on course and pursue your long-term goals. Call to set up a consultation to talk about your important life events. This allows us to meet and make sure we have a purpose for working together and moving forward.

Some advisors associated with this material are registered representatives of LPL Financial ("LPL") and are Investment Advisor Representatives ("IAR’s") for Trilogy Capital Inc. ("TC"). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial ("TF"), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.